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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $317M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $253M → $317M (+$64.4M)

14% more funds holding

Funds holding: 101115 (+14)

13.56% more ownership

Funds ownership: 80.4%93.95% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
42
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$489K +$29.7K +1,026 +7%
RIS
52
Retirement Income Solutions
Michigan
$487K -$46.9K -1,621 -9%
NYLIM
53
New York Life Investment Management
New York
$470K -$402K -13,889 -48%
CTC
54
Central Trust Company
Missouri
$447K -$58.3K -2,015 -12%
TRCT
55
Tower Research Capital (TRC)
New York
$432K -$80.5K -2,785 -17%
NCM
56
Neumann Capital Management
California
$431K +$21.1K +730 +6%
EWA
57
EP Wealth Advisors
California
$430K +$222K +7,682 +129%
WT
58
Whittier Trust
California
$398K -$199K -6,865 -35%
PAG
59
Private Advisor Group
New Jersey
$395K -$133K -4,611 -27%
RFA
60
RTD Financial Advisors
Pennsylvania
$393K +$10.3K +356 +3%
SIM
61
Stratos Investment Management
Ohio
$361K +$7.23K +250 +2%
SB
62
Simmons Bank
Arkansas
$358K
EPW
63
Evergreen Private Wealth
Colorado
$343K +$315K +10,878 New
TC
64
Trust Company
Kansas
$321K +$18K +624 +7%
CWP
65
Concord Wealth Partners
Virginia
$319K -$228K -7,889 -44%
FFA
66
First Foundation Advisors
California
$318K +$23.6K +816 +9%
ECM
67
Evergreen Capital Management
Washington
$310K +$23.9K +825 +9%
SHF
68
Stage Harbor Financial
Massachusetts
$283K +$259K +8,971 New
Franklin Resources
69
Franklin Resources
California
$276K
BWM
70
Baystate Wealth Management
Massachusetts
$269K -$469K -16,230 -66%
BFA
71
Bragg Financial Advisors
North Carolina
$267K +$2.46K +85 +1%
PWMG
72
Private Wealth Management Group
New Jersey
$267K +$245K +8,470 New
JP Morgan Chase
73
JP Morgan Chase
New York
$263K -$755K -26,110 -76%
SWA
74
Stratos Wealth Advisors
Ohio
$263K
FWP
75
Falcon Wealth Planning
California
$258K -$48.1K -1,665 -17%